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Kindle Notes & Highlights
by
David Allen
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January 23 - January 29, 2021
Let’s face it: if there’s no good reason to be doing something, it’s not worth doing. I’m often stunned by how many people have forgotten why they’re doing what they’re doing—and by how quickly a simple question like, “Why are you doing that?” can get them back on track.
Of equal value as prime criteria for driving and directing a project are the standards and values you hold.
“I would give others totally free rein to do this as long as they . . .”
“distributed cognition.” It’s getting things out of your head and into objective, reviewable formats—building an “extended mind.”
The basic principles, however, can be summed up as follows: Don’t judge, challenge, evaluate, or criticize. Go for quantity, not quality. Put analysis and organization in the background.
once you get all the ideas out of your head and in front of your eyes, you’ll automatically notice natural relationships and structure. This is what most people are referring to when they talk about organizing a project.
In general, the reason things are on your mind is that the outcome and action step(s) have not been appropriately defined, and/or reminders of them have not been put in places where you can be trusted to look for them appropriately. Additionally, you may not have developed the details, perspectives, and solutions sufficiently to trust the efficacy of your blueprint.
If the project is still on your mind, there’s more thinking required.
getting all your incompletes, all your “stuff,” into one place—into “in.” That’s the critical first step in getting to the state of “mind like water.” Just gathering a few more things than you currently have will probably create a positive feeling for you.
Until you’ve captured everything that has your attention, some part of you will still not totally trust that you’re working with the whole picture of your world.
Getting “in” to empty doesn’t mean actually doing all the actions and projects that you’ve captured. It just means identifying each item and deciding what it is, what it means, and what you’re going to do with it.
everything gets processed equally. The verb process does not mean “spend time on.” It just means “decide what the thing is and what action is required, and then dispatch it accordingly.” You’re going to get to the bottom of the tray as soon as you can anyway, and you don’t want to avoid dealing with anything in there.
Remember, multitasking is an exception—and it works only if you hold to the discipline of working through every item in short order, and never avoid any decision for longer than a minute or two.
The Action Step Needs to Be the Absolute Next Physical Thing to Do Until you know what the next physical action is, there’s still more thinking required before anything can happen—before you’re appropriately engaged.
When you get to a phone or to your computer, you want to have all your thinking completed so you can use the tools you have and the location you’re in to more easily get things done, having already defined what there is to do.
Once You Decide What the Action Step Is You have three options once you decide what the next action really is: Do it (if the action takes less than two minutes). Delegate it (if you’re not the most appropriate person to do the action). Defer it into your organization system as an option for work to do later.
The rationale for the two-minute rule is that it’s more or less the point where it starts taking longer to store and track an item than to deal with it the first time it’s in your hands—in other words, it’s the efficiency cutoff.
This last step in getting to the bottom of “in” requires a shift in perspective from the single-action details to the larger picture—your projects. Again, I define a project as any outcome you’re committed to achieving that will take more than one action step to complete.
if the action step you’ve identified will not complete the commitment, then you’ll need some stake in the ground to keep reminding you of actions you have pending until you have closure. You need to make a list of projects. A “Projects” list may include anything from “Give holiday party” to “Divest the software product line” to “Finalize compensation package.” The purpose of this list is not to reflect your priorities but just to ensure that you’ve got placeholders for all those open loops.
If you have projects that you’re not going to be doing anything about for some time, they must go on your Someday/Maybe list so you can relate to the Projects list with the rigorous action-generating focus it needs.
The calendar should show only the “hard landscape” around which you do the rest of your actions.
You need to trust your calendar as sacred territory, reflecting the exact hard edges of your day’s commitments, which should be noticeable at a glance while you’re on the run. That’ll be much easier if the only things in there are those that you absolutely have to get done, or know about, on that day.
if the action requires a computer, it should go on an At Computer list. If your action demands that you be out and moving around in the world (such as stopping by the bank or going to the hardware store), the Errands list would be the appropriate place to track it. If the next step is to talk about something face-to-face with your partner, Emily, putting it into an “Emily” folder or list makes the most sense.
It’s important for this category in particular to include the date that each item is requested for each entry, as well as any agreed-upon due date. Follow-up is much more meaningful when you can say, “But I placed the order March twentieth” or “You’ve had the proposal now for three weeks.” In my experience, just this one tactical detail is worth its weight in gold.
Next you can create a folder titled “@WAITING FOR,” which will show up in the same place as the @ACTION folder. Then, as you receive e-mails that indicate that someone is going to do something you care about tracking, you can drag them over into the @WAITING FOR file. It can also hold reminders for anything that you delegate via e-mail: when you forward something, or use e-mail to make a request or delegate an action, just save a cc: or bcc: copy into your @WAITING FOR file.*
A complete and current Projects list is the major operational tool for moving from tree-hugging to forest management.
Remember, you can’t do a project; you can only do the action steps it requires. Being aware of the horizon represented by your projects, however, is critical for extending your comfort with your control and focus into longer reaches of time.
the Weekly Review is the critical success factor for marrying your larger commitments to your day-to-day activities. And a complete Projects list remains the linchpin for that orientation. Ensuring weekly that you’re OK about what you’re doing (or not doing) with a dog for your kids, along with what you’re doing (or not doing) about next year’s conference, is an essential practice. But that Projects list must already be there, in at least a somewhat recent form, before you have the capability to think about things from that perspective.
I have seldom had an executive pull out and review any long-range planning document without her realizing there is at least one project she needs to clarify for herself in regard to it.
Nonactionable items fall into three large categories: reference materials, reminders of things that need no action now but might at a later date, and things that you don’t need at all (trash).
It can be an extremely functional tool, allowing you to in effect set up your own postal service and “mail” things to yourself for receipt on a designated future date.
There are two major issues that need to be handled at this point: What do you look at in all this, and when? What do you need to do, and how often, to ensure that all of it works as a consistent system, freeing you to think and manage at a higher level?
gathering up all the loose ends that have been generated in the course of your busy week. Notes taken in meetings, receipts and business cards you’ve collected, notices from your kids’ schools, and all the miscellaneous inputs that, in spite of yourself, have accumulated in all the weird little pockets and places in your purse, briefcase, smartphone texts, jacket, and on your dressing-room counter, in addition to what’s shown up in your standard input channels like your e-mail in-tray and social media.
Empty Your Head Put into writing or text (in appropriate categories) any new projects, action items, waiting-fors, someday/maybes, and so forth that you haven’t yet captured and clarified.
eliminate outdated reminders in your system and get your active lists up-to-date and complete.
The four-criteria model for choosing actions in the moment The threefold model for evaluating daily work The six-level model for reviewing your own work
Context Time available Energy available Priority
organize your action reminders by context—Calls, At Home, At Computer, Errands, Agenda for Joe, Agenda for Staff Meeting, and so on. Since context is the first criterion that comes into play in your best choice of actions,
Doing predefined work Doing work as it shows up Defining your work
But the angst begins to mount when the other actions on your lists are not reviewed and renegotiated by you or between you and everyone else. The constant sacrifices of not doing the work you have defined on your lists can be tolerated only if you know what you’re not doing. That requires regular processing of your in-tray (defining your work) and consistent review of complete lists of all your predetermined work. There are no interruptions—there are only mismanaged inputs.
Another reason people consider unexpected demands or requests negative is because they don’t trust their own system and behaviors to be able to put a “bookmark” on any resulting action that needs to be taken, or on the work they’re doing at the moment.
To ignore the unexpected (even if it were possible) would be to live without opportunity, spontaneity, and the rich moments of which “life” is made. —Stephen Covey
Your ability to deal with surprise is your competitive edge, and a key to sanity and sustainability in your lifestyle.
Horizon 5: Life Horizon 4: Long-term visions Horizon 3: One- to two-year goals Horizon 2: Areas of focus and accountability Horizon 1: Current projects Ground: Current actions
Trying to manage from the top down when the bottom is out of control may be the least effective approach.
getting someone in control of the details of his or her current physical world, and then elevating the focus from there, has never missed.
It takes no time to reset a vision or goal, but learning to objectify and execute on it in a streamlined, coordinated, and stress-free way is an art that must be learned and practiced.
While Horizon 5 (purpose and principles) is obviously the most important context within which to set priorities, experience has shown me that when we understand and implement all the levels of work in which we are engaged, especially the Ground and Horizon 1 levels, we gain greater freedom and resources to do the bigger work that we’re all about.
to achieve the most pristine level of “mind like water” (nothing on your mind except what’s present in the moment), Horizon 1 is the level that seems to incorporate some of the most interesting challenges.
Next I recommend that you make and keep a list called “Areas of Focus.” You might like to separate this into “Professional” and “Personal” sublists, in which case you’ll want to use them both equally for a consistent review.